Andrew Stephens joined Proper Retirement in 2025 with a Bachelor of Business Administration (B.B.A.) in Finance from the University of Houston. Bringing experience from both small business and big corporations, Andrew has been helping clients achieve their financial dreams for over a decade. Prior to Proper Retirement, Andrew grew his industry knowledge while at JPMorgan Chase Bank, N.A. and Thrive Capital Management where he began to connect the pieces of the puzzle that were often missed or forgotten.
Andrew works primarily with clients who have diligently saved for retirement and need help defining and transitioning into the next phase of life. He educates his clients on how and when to take Social Security, understands Medicare, and leads them through the complex challenges of strategically drawing down investments in the face of rising inflation, changing tax legislation, healthcare concerns, and uncertainty. As a fiduciary, Andrew uses a “tailored for you” approach to offer personalized guidance and financial advice and to help clients know that they are going to be OK in retirement.
Andrew lives in Plymouth Meeting, Pennsylvania with his wife Stephanie, their daughter, Wrenley, and their rescue puppy, Cammie. When not at work, you can find Andrew on the golf course or anywhere outside being active with his family.